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Vanguard Total World Stock ETF

266 hedge funds and large institutions have $1.66B invested in Vanguard Total World Stock ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 71

9% more capital invested

Capital invested by funds: $1.52B → $1.66B (+$142M)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less funds holding

Funds holding: 268266 (-2)

0.87% less ownership

Funds ownership: 23.07%22.2% (-0.87%)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

16% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $3.51M

Holders
266
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
6.62%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.6%
New
38
Increased
93
Reduced
71
Closed
38
Calls
$2.94M
Puts
$3.51M
Net Calls
-$565K
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
TD Capital Management
Tennessee
$90K
WEC
227
Winslow Evans & Crocker
Massachusetts
$86.1K +$4.48K +70 +6%
BAM
228
Barrett Asset Management
New York
$85K
GRP
229
Global Retirement Partners
California
$81K
WPA
230
West Paces Advisors
Georgia
$78.3K
WT
231
Whittier Trust
California
$74K -$320 -5 -0.4%
HI
232
Hudock Inc
Pennsylvania
$74K +$29.5K +461 +67%
NFG
233
Next Financial Group
Texas
$70K -$60.8K -950 -47%
PA
234
Parallel Advisors
California
$66K -$100K -1,570 -61%
DOA
235
D'Orazio & Associates
Virginia
$65K
US Bancorp
236
US Bancorp
Minnesota
$63K +$21.3K +333 +53%
OAJ
237
Ogorek Anthony Joseph
New York
$61K +$60.8K +950 New
VCM
238
Vigilant Capital Management
Maine
$52K
GWM
239
Geneos Wealth Management
Colorado
$47K
ST
240
Sageworth Trust
Pennsylvania
$42K
DSC
241
Duncker Streett & Co
Missouri
$41K
RBC
242
Roble Belko & Company
Pennsylvania
$40K
PWM
243
Perigon Wealth Management
California
$40K +$640 +10 +2%
CAG
244
Crestwood Advisors Group
Massachusetts
$36K +$34.8K +544 New
WAM
245
Wealthspire Advisors (Maryland)
Maryland
$33K +$576 +9 +2%
SPIA
246
Steward Partners Investment Advisory
New York
$28K +$28.3K +442 New
IF
247
Ironwood Financial
Arizona
$27K -$21.1K -330 -44%
PB
248
Pinnacle Bancorp
Nebraska
$26K +$25.6K +400 New
GEA
249
Glen Eagle Advisors
New Jersey
$17.1K
AIM
250
Advantage Investment Management
Iowa
$17K

VT Hedge Fund Activity: Q1 2017 in Review

266 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2017, worth a combined $1.66B — up 9.4% from $1.52B a quarter earlier.

Fund positioning in VT was balanced in Q1 2017: 38 funds opened new positions, 38 closed out, 93 added to existing stakes and 71 trimmed.

The largest buyer was UBS Group, adding an estimated $145M. The largest seller was Jane Street, cutting an estimated $66.6M.

  • 266 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2017, down from 268 in Q4 2016.
  • Funds reported $1.66B of Vanguard Total World Stock ETF stock for Q1 2017, up 9.4% quarter-over-quarter.
  • 38 funds opened new Vanguard Total World Stock ETF positions in Q1 2017 and 38 closed out, a net change of 0 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2017 was UBS Group, an estimated $145M added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2017 was Jane Street, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2017.